Retirement plan

JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PLAN

Name: JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. - JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PLAN (2024) Form 5500
Creator: JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PLAN, JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC.

JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC.EIN 82-5208788Plan #001PY 2024

1600 S. MAIN STREET, SUITE 220 - WALNUT CREEK, CA 94596925-391-1961

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$559K

+41.1% from 2023

Total participants

0.0% from 2023

Average account balance

$69,931

+41.1% from 2023

Annual return

10.29%

-5.61 pp from 2023

Benchmarks

See 143,561 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,561 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$559K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,931

$160,028-56.3%

$147,080-52.5%

$145,884-52.1%

Participation rate

87.5%

84.0%+3.5pp

82.2%+5.3pp

80.3%+7.2pp

Annual return

10.29%

98.60%-88.3pp

420.17%-409.9pp

551.85%-541.6pp

Employer contribution / active EE

$4,513

$5,286-14.6%

$4,933-8.5%

$4,662-3.2%

Participant deferral / active EE

$10,769

$8,422+27.9%

$8,066+33.5%

$6,690+61.0%

Admin fee / account holder

$15,030-100.0%

$12,989-100.0%

$13,392-100.0%

JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JNJP CERTIFIED PUBLIC ACCOUNTANTS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion